Location Comparison Reports
An overview of the Location Comparison Reports available
Location Comparison Reports allow you to track and monitor performance between your multiple locations to gain better business insights on how each location is performing. You will be able to compare sales and subtotals based on different aspects of each sale.
Click on the links to jump to a report!
Location Comparison Summary Report
The Location Comparison Summary report shows your business the sales records between multiple locations, including retail, service, memberships and gift cards.
Options Include:
Date Range Selection
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
Company Selection
This report displays the following information:
Location Name
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096Ekg">)
Subtotal by Client Type
The Subtotal by Client Type report allows your business to view sales data comparing multiple locations based on client types, such as new clients, referral clients, etc.
Options Include:
Date Range Selection
All Client Types or Select Client Types
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
Company Selection
This report displays the following information:
Location Name
Client Type
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096FAT">)
Subtotal by Employee
The Subtotal by Employee report allows your business to view sales data comparing multiple locations based on individual employees.
Options Include:
Date Range Selection
All Employees or Select Employees
Team Selection (Ultimate Only)
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
🔲 Display Commission Totals Instead of Actual Totals
Company Selection
This report displays the following information:
Location Name
Employee
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd00000962zh">)
Subtotal by Employee Department
The Subtotal by Employee Department report allows your business to view sales data comparing multiple locations based on employee departments, such as providers, stylists, front desk, etc.
Options Include:
Date Range Selection
All or Select Employee Department
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
🔲 Display Commission Totals Instead of Actual Totals
Company Selection
This report displays the following information:
Location Name
Employee Department
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096DgY">)
Subtotal by Employee Type
The Subtotal by Employee Type report allows your business to view sales data comparing multiple locations based on employee types you have created.
Options Include:
Date Range Selection
All or Select Employee Type
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
🔲 Display Commission Totals Instead of Actual Totals
Company Selection
This report displays the following information:
Location Name
Employee Type
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096FSD">)
Subtotal of Inventory Class
The Subtotal of Inventory Class report allows your business to view sales data comparing multiple locations based on the categories of inventory you have created. This can be especially helpful to determine types of retail or services that are the most popular.
Options Include:
Date Range Selection
All or Select Inventory Class
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
🔲 Display Commission Totals Instead of Actual Totals
Company Selection
This report displays the following information:
Location Name
Inventory Class
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096Ff7">)
Subtotal of Inventory Department
The Subtotal of Inventory Department report allows your business to view sales data comparing multiple locations based on the inventory department.
Options Include:
Date Range Selection
All or Select Inventory Department
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
🔲 Display Commission Totals Instead of Actual Totals
Company Selection
This report displays the following information:
Location Name
Inventory Department
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096955">)
Subtotal of Inventory Item
The Subtotal of Inventory Item report allows your business to view sales data comparing multiple locations based on the inventory items being sold. This can be helpful to recognize which retail products or services are the most popular among your locations.
Options Include:
Date Range Selection
All or Select Inventory Item
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
🔲 Display Commission Totals Instead of Actual Totals
Company Selection
This report displays the following information:
Location Name
Inventory Item
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096Fjx">)
Subtotal by Lead Source
The Subtotal by Lead Source report allows your business to view sales data comparing multiple locations based on how your client found your business.
Options Include:
Date Range Selection
All or Select Lead Source
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
🔲 Display Commission Totals Instead of Actual Totals
Company Selection
This report displays the following information:
Location Name
Lead Source
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096Fon">)
Subtotal by Manufacturer
The Subtotal by Manufacturer report allows your business to view sales data comparing multiple locations based on which manufacturers are being sold.
Options Include:
Date Range Selection
All or Select Manufacturer
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
🔲 Display Commission Totals Instead of Actual Totals
Company Selection
This report displays the following information:
Location Name
Manufacturer
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096Ftd">)
Subtotal by Vendor
The Subtotal by Vendor report allows your business to view sales data comparing multiple locations based on which vendors are producing the most sales and profit.
Options Include:
Date Range Selection
All or Select Vendor
Prepaid/Series Sales Selection
Origin Selection (Options include: only by API, our software or WooCommerce)
🔲 Hide Cost and Profit Figures on the Report
🔲 Display Commission Totals Instead of Actual Totals
Company Selection
This report displays the following information:
Location Name
Vendor
Retail, Service, and Other Quantity
Retail, Service, Gift Card and Other Sales
Memberships Sold
Total Price
Total Discount
Extended Price
Total Cost
Profit
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZWL&feoid=00N3s00000QF9k7&refid=0EMRd0000096FvF">)